Financial Adviser · ALBURY, NSW

James Fraser Nickols

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001254014

James Fraser Nickols is a financial adviser based in Albury, New South Wales, with 9 years of experience in the financial services industry. James is currently authorised under Futuro Financial Services Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Insurance and Risk Management from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Honours Degree of Bachelor of Science Economics in Business Economics
University of Portsmouth
2012
Masters of Insurance and Risk Management
Deakin University
2017
RG146 Managed Investments & Securities
Mentor Education Group
2020
TASACLv2 Commercial Law
Regulation & Legal Obligations - Kaplan Professional
2020
Tax for Financial Advising
Regulation & Legal Obligations - Kaplan Professional
2025
Client Engagement Skills
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Feb 2021 - Present Current
The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds.
GWM ADVISER SERVICES PTY LTD
Apr 2017 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register